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168 hedge funds and large institutions have $426M invested in WPP in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

0.01% more ownership

Funds ownership: 0.88%0.89% (+0.01%)

8% less funds holding

Funds holding: 183168 (-15)

14% less capital invested

Capital invested by funds: $495M → $426M (-$68.8M)

32% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.53M

45% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 31

Holders
168
Holders Change
-15
Holders Change %
-8.2%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
59
Reduced
58
Closed
31
Calls
$1.04M
Puts
$1.53M
Net Calls
-$487K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1
Mondrian Investment Partners
United Kingdom
$49.7M
Macquarie Group
2
Macquarie Group
Australia
$46.1M -$1.02M -20,474 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43.4M +$3.2M +64,087 +7%
Goldman Sachs
4
Goldman Sachs
New York
$36.7M -$3.14M -62,805 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.3M +$2.34M +46,840 +7%
Morgan Stanley
6
Morgan Stanley
New York
$30.7M +$527K +10,560 +2%
BlackRock
7
BlackRock
New York
$17.5M -$37.8K -757 -0.2%
BIP
8
Brandes Investment Partners
California
$17.1M +$341K +6,837 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.31M -$175K -3,502 -2%
RJA
10
Raymond James & Associates
Florida
$8.15M -$558K -11,177 -6%
MIS
11
Morningstar Investment Services
Illinois
$6.11M -$16.8K -337 -0.2%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$6.06M +$6.79M +135,935 New
Northern Trust
13
Northern Trust
Illinois
$5.95M -$131K -2,618 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.9M +$1.42M +28,439 +27%
Capital International Investors
15
Capital International Investors
California
$5.88M -$37.1K -742 -0.6%
Wells Fargo
16
Wells Fargo
California
$5.41M -$40.8K -818 -0.7%
Optiver Holding
17
Optiver Holding
Netherlands
$5.35M +$5.27M +105,577 +733%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$4.91M +$289K +5,796 +6%
PMG
19
ProVise Management Group
Florida
$4.58M +$328K +6,577 +7%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$4.43M -$43.7K -875 -0.9%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$4.07M +$294K +5,895 +7%
BFS
22
Bard Financial Services
Connecticut
$4.02M +$155K +3,100 +4%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$4M -$9.04K -181 -0.2%
UBS Group
24
UBS Group
Switzerland
$3.7M -$50.8K -1,018 -1%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.52M

WPP Hedge Fund Activity: Q3 2023 in Review

168 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WPP (WPP) for Q3 2023, worth a combined $426M — down 14% from $495M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of WPP and 17 opened new positions — a net loss of 14 holders — while 58 trimmed existing stakes and 59 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $6.79M. The largest seller was Leuthold Group, exiting entirely with an estimated $3.46M sold.

  • 168 institutional investors held WPP (WPP) as of Q3 2023, down from 183 in Q2 2023.
  • Funds reported $426M of WPP stock for Q3 2023, down 14% quarter-over-quarter.
  • 17 funds opened new WPP positions in Q3 2023 and 31 closed out, a net change of -14 holders.
  • The largest WPP buyer in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $6.79M added.
  • The largest WPP seller in Q3 2023 was Leuthold Group, an estimated $3.46M sold.

Based on aggregated 13F filings for Q3 2023.